Merative ™ Integrated Care Release Notes January 2021

 

 

Release Notes

 

 

Abstract

 

Merative Integrated Care January 2021 Release Notes

 

 

Content

 

Introduction

What's new for care teams

What's new for supervisors

What's new for administrators

What's new for reporting

Resolved issues

Known issues

Notices

 

 

Introduction

 

Welcome to the January release of Merative Integrated Care. Care teams and supervisors can now see the latest touchpoint date when managing client referrals. They can also manually record a program assignment date when they assign programs to clients. In addition, there are updates to data in Reporting.

 

To watch a video that highlights the enhancements in this update of Merative Integrated Care, see our January Show and tell video here.

 

So that you can more easily identify the changes that will apply to your instance of Merative Integrated Care, updates are tagged as follows:

 

• Merative Integrated Care - these updates are for all Merative Integrated Care customers.
• Reporting - these items apply to all Merative Integrated Care customers using Merative Integrated Care Reporting.
• Service Providers - these items apply to Merative Integrated Care customers with the Providers feature enabled.
• Organization Units - these updates are for all Merative Integrated Care customers with Organization Units enabled.
• Community Service Referral - these items apply to customers who have licensed the Merative Integrated Care Community Service Referral add-on.
• Community Service Payment - these items apply to customers who have licensed the Merative Integrated Care Community Service Payment add-on.
• Connect Providers - these items apply to customers who have licensed the Merative Integrated Care Connect Providers add-on.
• Connect Individuals - these items apply to customers who have licensed the Merative Integrated Care Connect Individual add-on.
• Connect 360 - these items apply to customers who are integrated with the IBM Health and Human Services Connect 360 application.

 

 

What's new for care teams

 

Latest touchpoint date shown on referrals lists

Merative Integrated Care

 

To help you to manage client referrals more efficiently, you can now see the date of the last client touchpoint on your Open Referrals and Open Unassigned Referrals lists. The latest touchpoint date and time is shown. This means that you no longer need to navigate to a client's Summary view to see this information. Note: Your administrator must configure the latest touchpoint date to display on your referrals lists.

 

Program assignment date update

 

Merative Integrated Care

 

So that you can more accurately record when a client was enrolled in a program, you can now manually enter the program assignment date when you assign a program or manage referrals. Previously, this date was system-generated based on the date that the program was assigned to the client. In addition, it was not possible to enter a program enrollment date before the program assignment date.  With this change, you can backdate the assignment date to reflect the actual date that the client entered the program if needed.

 

Enhanced address filter

 

Merative Integrated Care

 

Previously, when you added an Address filter to your Referrals list by using the contains condition, the condition only filtered on the first address field (Apt/Suite). For more precise results, the contains condition now filters by all address fields.

 

Removing care team member's alert notifications

 

Merative Integrated Care

 

So that only care team members who need to be aware of client alerts receive them, when you update an alert, you can now change the care team members who are notified about it.

 

Suspending and reactivating Connect Individuals accounts

 

Connect Individuals
 

In your last update of Merative Integrated Care, we provided the ability for your security administrator to suspend and reactivate Connect Individuals accounts from the Security Administrator workspace. In this update, you can now  suspend and reactivate these accounts from the Care Team workspace.

If you reactivate the account, the user can sign in to Connect again with their onboarding details. Previously, to prevent a user from accessing their Connect Individuals account, for example, if they were hospitalized, you needed to close their Connect account. If the user needed access to Connect again,  you needed to re-onboard them.

 

 

What's new for supervisors

 

Latest touchpoint date shown on referrals lists

 

Merative Integrated Care

 

So that you can manage client referrals more efficiently, you can now see when the last contact date for a touchpoint occurred on the Open Assigned Referrals and Open Unassigned Referrals lists. The latest touchpoint date and time is displayed.  Note: Your administrator must configure the latest touchpoint date to display on your referrals lists.

 

Program assignment date entry

 

Merative Integrated Care

 

So that you can more accurately record when a client was enrolled in a program, you can now manually enter the program assignment date when you assign referrals to care team members.  Previously, this date was system-generated based on the date that the program was assigned to the client.  With this change, you can backdate the assignment date to reflect the actual date that the client entered the program if needed.

 

 

What's new for administrators

 

Configuring latest touchpoint date

 

Merative Integrated Care

 

To help care teams and supervisors to manage referrals more efficiently, you can now configure the latest touchpoint date and time to display on the following referrals lists:

• Open Unassigned Referrals list (Care Team and Supervisor workspace)
• My Open Referrals list (Care Team workspace)
• Open Unassigned Referrals list (Supervisor workspace).

 

You can show or hide the information in columns or in the expanded view of the referrals lists.

 

Suspending and reactivating Connect Providers user accounts

 

Connect Providers

 

In your last update of Merative Integrated Care, we provided the ability for your security administrator to suspend and reactivate Connect Provider user accounts from the Security Administrator workspace. In this update, you can suspend Connect Provider user accounts and reactivate them at any time from the Administrator workspace. The user's account remains unaffected when suspended. If you reactivate the account, the user can sign in to Connect again with their onboarding details.

 

 

What's new for reporting

 

New tag data available

 

Reporting

 

In your October update of Reporting, new data was added to multiple folders so that you can create reports that include a client's tag information, for example, Student. In this update of Reporting, the Individual Tags data set is now available in the following additional folders:

 

• Assessments and Questionnaires
• Care Team Actions
• Client Actions
• Enquiries
• Goals
• Notes
• Touchpoints

 

Custom client data update

 

Reporting

 

Previously, only the current version of a custom client data record was shown in reports. Now reports show  all versions of custom client data that are recorded for clients. When you create custom client data reports, new data items are available for use to distinguish between the different versions.

 

New program status change reason data

 

Reporting

 

So that you can report on why clients are disenrolling or re-enrolling in programs, a new data item called Other Reason is now available in the Individuals in Programs data set. You can use this data item to show the latest free text reason for a client's program status change that was entered by a care team member because another reason was not suitable for selection from a preconfigured list.

 

 

Resolved issues

 

Merative Integrated Care

 

• If you edit a client data attribute of type integer, float, or money that has a minimum value but no maximum value, or has a maximum value but no minimum value, the other field displays Null and a validation message is shown. To resolve this issue, remove the Null value and click Save. (264418)
• In the Administrator workspace, an error message displays when you try to open the Addresses tab for any provider who was registered before your December update. In the Care Team workspace, the client’s address is not available for selection in the Location field on the Community Resources page. To display the client’s address, you can confirm its location by editing the address record. In addition, the provider’s address location is shown on the map on the provider's home page. However, the address details are not displayed. (INC3235865, 267039)
• If you click the Search Third Party SSO Users action or the Onboard Third-Party SSO User action in the Security Administrator workspace, an error message displays. This issue will be addressed in a future release. (264927)

 

Reporting

 

• When care teams set a note or touchpoint status to final, the note or touchpoint text is incorrectly shown in the note field and the comments field in reports. If there are comments associated with the note or touchpoint, they display as additional rows. (265647)
• If an Administrator sets a preferred identification, reports are not populated with previous identification records that a care manager specified as preferred.  The Preferred Identification and Preferred Identification Type data items in Individual Demographics should display the preferred identification that is specified by the care manager. To see a client's preferred identification, use the Individual Identification data set. (266535)

 

 

Known Issues

 

Merative Integrated Care

 

• When you filter Notes Highlights for the last month, highlights from over a month ago are displayed in addition to highlights for the last month. (245154)
• If you try to complete certain actions, for example, create a referral or assign a program, and you do not have access to the client, you cannot complete the action and no error message is displayed. If you are sure that you need access to the client, either request emergency access to the client or ask a care team member to add you to the client's care team. (259832)
• When selecting to show or hide a source or original source system in the Administration workspace, in some instances, an incorrect error message with invalid codes is displayed. Ignore this message and continue to show or hide the selected value. (261380)
• If you assign a program when you assign a referral in the Care Team workspace, and you are not on the client's care team, an error message saying 'You don't have access to the client' is displayed. To avoid this issue, assign the program after you assign the referral. (262377)
• When care teams download a client share care Plan PDF that includes more than 150 configured client data records, a timeout error message is displayed. To avoid this issue, configure the Share Care Plan template to print a maximum of 150 configured client data type records. Configure fewer client data versions to show or adjust the number of display records to accommodate no more than 150 configured client data type records. (262352)
• If a client data type is activated for the first time with an effective from date in the future, an error is displayed on the client's Data page. To avoid this, create your client data types on the date they are effective from, so the date isn't in the future. (262482)
• If you edit a date data attribute for a client data type, and select Current Date Comparison, then Custom Message, and enter an incorrect message ID, the custom message fields are no longer visible. To see the fields, select None, then re-select Current Date Comparison and Custom Message. (264393)
• When you configure a client data attribute to not use the default value, the value is still visible to care team members. As a workaround, care team members can delete the default value and enter another value. (263255)
• When you configure an information message for a client data type cluster, the message is displayed twice. To avoid this, you can add a description to the data cluster instead of an information message. The description displays to care team members below the cluster title. (263229)
• When adding or editing a data attribute of type Boolean or Date, for a client data type, you must click Save twice to save the record. (262898)
• If you delete a data attribute from a client data type and that attribute was used in a duplicate validation, the validation is not automatically deleted. If you encounter this issue, you can manually delete the validation. (264986).
• On pages with Date fields, the default date reflects the Merative Integrated Care server time zone (Greenwich Mean Time) instead of your preferred time zone if different, for example, Eastern Time. This means that when the server date moves to the next day, the default date value is the current date plus one. You can change the current date based on your preferred time zone, if needed. Note: This issue does not impact date time fields.  (INC3121692, 267039)

 

Reporting

 

• The reporting application is treating Allergy names as case-sensitive, for example, when you generate a report of the number of clients with specific allergy types, allergy names in different cases are being considered as two different allergies. (224396)
• If you create a report that contains height data, measurement time data is not displayed. (250238)
  Assessment and questionnaire data is directly linked to each client. When you create a report that contains assessment or questionnaire data, and program data, the assessment or questionnaire data is displayed for all programs to which the client is assigned. This behavior occurs regardless of whether the program contains that particular assessment or questionnaire content. (261299)
• When you create assessment and questionnaires reports and include Assessments by Program data items or Questionnaires by Program Name data items, no data is displayed. (INC2413936, 261278)
• When SSO is enabled, if you sign out of the reporting application, you are automatically signed back in. If you experience this issue, sign out of the Merative Integrated Care application, then sign out of the reporting application. (263876)
• The help icon is not displayed when you log in to the reporting application. To see the help icon, click the area to the right of the user icon in the application toolbar. The help icon becomes available. (263869)
• If you create a custom client data report, blank values are displayed in the attribute name column if the custom client data type includes a related person attribute. You can filter on the column to exclude the null values. (266014)

 

Connect 360

 

• If you register a client in , Connect 360 checks for a match and if no match is found, automatically registers the client in Connect 360. If you subsequently search for the client in and Connect 360, the search results indicate that the client is registered in both applications. However, if you then open the client’s Virtual Client Record, an inaccurate error message displays. (242258)
• When you search for a client in both systems a misleading error message is intermittently displayed. The message indicates that the search results show only clients. The message displays  only when the client you searched for was originally registered in and subsequently registered in Connect 360 automatically. Ignore this message, the client exists in both systems and is shown in the search results as expected. (256209, 252716)

 

Merative Integrated Care Community Service Payment

 

• If you are using payments, do not use 2 weekly or 4 weekly services. There is an issue with payment calculations for services with frequencies of 2 weekly and 4 weekly. (242597)

 

Merative Integrated Care  Connect Providers

 

• If you use Connect Providers in a time zone that is different from the Merative Integrated Care server time zone (Greenwich Mean Time), the date-related fields in the Enquiry pages may show one day before the accurate day. Fields that display both the date and the time are unaffected.(267082)

 

 

Document Information

 

Date of submission for approval: January 2021